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September 2015 » A Financial Planner's Guide to...
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Lee Slavutin, MD, CLU
Life insurance is often one of the most neglected assets in an individual's portfolio. If policies are not periodically reviewed and updated based on an individual's changing circumstances, the result can generate unnecessary costs and taxes. CPA financial planners can help in the process by guiding clients through a “life insurance checkup,” a method developed by the author.
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